Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Client Relationship Manager – Retail Alternative Investments
Location: Kansas City, MO, Denver, CO, Braintree, MA | Hybrid
Why You Will Love It Here!
- Flexibility: Hybrid work model and business casual dress code, including jeans
- Your Future: 401k matching program, professional development reimbursement
- Work/Life Balance: Flexible personal/vacation time off, sick leave, paid holidays
- Your Wellbeing: Medical, dental, vision, employee assistance program, parental leave
- Diversity & Inclusion: Committed to welcoming, celebrating, and thriving on diversity
- Training: Hands-on, team-customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel, and more!
What You Will Get To Do:
- Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
- Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
- Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
- Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
- Coordinate and collaborate with cross-functional teams (sales, operations, compliance, fund accounting, technology) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
- Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.
- Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
- Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.
- Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
- Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
- Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.
What You Will Bring:
- Experience & Knowledge:
- 7+ years in retail alternative investments, especially in fund administration, product distribution, or investor servicing.
- Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels.
- Experience with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms (e.g., iCapital, CAIS).
- Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.
- Solid background in managing client relationships in a financial services or wealth management context.
- Leadership & Interpersonal Skills:
- 3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.
- Proven ability to collaborate with diverse teams across various functions, ensuring effective communication and service delivery.
- Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders.
- Technical & Analytical Skills:
- Experience with fund administration platforms, transfer agency systems, and performance reporting tools.
- Ability to analyze data, interpret investor flows, and work with technical teams to enhance client services.
- Strong computer proficiency in tools such as Microsoft Word, Excel, and Outlook, with the ability to navigate reporting systems.
- Service Orientation & Problem Solving:
- Strong service orientation with the ability to listen attentively to clients' needs and provide timely and effective solutions.
- Ability to manage multiple priorities, meet deadlines, and handle time-sensitive commitments effectively.
- Experience managing conflicts and persuading others to achieve positive outcomes.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Colorado: Salary range for the position: 85,000 USD to 110,000 USD.Apply on company website
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